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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
376
Twin Tree Management
Texas
$32K
AIC
377
Archer Investment Corporation
Indiana
$31.4K
WOSD
378
WFA of San Diego
California
$29.3K
PWM
379
Proathlete Wealth Management
Florida
$28.8K
BC
380
Bayforest Capital
United Kingdom
$28.7K
KAS
381
Kemnay Advisory Services
New York
$25.3K
SIS
382
Sound Income Strategies
Florida
$24.1K
NS
383
NBC Securities
Alabama
$22.8K
A
384
AlphaQuest
New York
$21.8K
LFG
385
Larson Financial Group
Missouri
$21.1K
GRP
386
Global Retirement Partners
California
$19.3K
BFS
387
Bare Financial Services
Pennsylvania
$18.8K
EC
388
Elequin Capital
New York
$18.4K
C
389
Covestor
United Kingdom
$18K
MEG
390
Millstone Evans Group
Colorado
$17.8K
RFP
391
Root Financial Partners
California
$17K
Mitsubishi UFJ Asset Management
392
Mitsubishi UFJ Asset Management
Japan
$16K
RDFA
393
Ritter Daniher Financial Advisory
Ohio
$15.7K
TWD
394
True Wealth Design
Ohio
$15.1K
TSMHT
395
Thurston Springer Miller Herd & Titak
Indiana
$13.6K
AWA
396
Acumen Wealth Advisors
Tennessee
$12.8K
BIA
397
Bell Investment Advisors
California
$11.1K
W
398
WealthCollab
Washington
$10.9K
SS
399
SBI Securities
Japan
$10.3K
HIM
400
Hillsdale Investment Management
Ontario, Canada
$9.42K